Estate Planning Attorneys in Appleton, WI

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List of Firms

Top Appleton, WI Estate Planning Law Firms

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Koeppl Jennifer W
5 out of 5
Location 477 S Nicolet Rd # 9, Appleton, WI 54914, USA
Phone (920) 955-3641
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Schubert Law Office, LLC
Location 4650 W Spencer St, Appleton, WI 54914, USA
Phone (920) 739-9200
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Sterling Law Offices, S.C.
4 out of 5
Location 3701 E Evergreen Dr #500a, Appleton, WI 54913, USA
Phone (920) 843-9098
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Schoenbohm Law Sc
5 out of 5
Location 516 E Wisconsin Ave Ste A, Appleton, WI 54911, USA
Phone (920) 735-5858
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One Law Group SC
5 out of 5
Location 100 W Lawrence St #112, Appleton, WI 54911, USA
Phone (920) 931-3942
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Tusler Law
5 out of 5
Location 207 W College Ave, Appleton, WI 54911, USA
Phone (920) 749-0400
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Pitsch Law Offices LLC
4 out of 5
Location 614 N Oneida St, Appleton, WI 54911, USA
Phone (920) 380-0971
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Murphy Desmond SC
5 out of 5
Location 15 Park Pl, Appleton, WI 54914, USA
Phone (920) 882-7630
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Divergent Family Law - Appleton
5 out of 5
Location 207 W College Ave #101, Appleton, WI 54911, USA
Phone (920) 857-0018
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Paul Van Berkel Law Office
1 out of 5
Location 231 W Franklin St, Appleton, WI 54911, USA
Phone (920) 766-4803
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Hoff, Matuszak & Matyas, LLC
3 out of 5
Location 1033 W College Ave #100, Appleton, WI 54914, USA
Phone (920) 882-1414
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Herrling Clark Law Firm
4 out of 5
Location 800 N Lynndale Dr, Appleton, WI 54914, USA
Phone (920) 739-7366
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Remley Law, S.C.
4 out of 5
Location Two Neenah Center, 134 E Wisconsin Ave Suite 100, Neenah, WI 54956, USA
Phone (920) 725-2601
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Menn Law Firm, Ltd.: Jill Verich
Location 2501 E Enterprise Ave, Appleton, WI 54913, USA
Phone (920) 731-6631
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Omega Real Estate Partnership: Porter Janet K
Location 900 W College Ave, Appleton, WI 54914, USA
Phone (920) 734-2410
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Hoff, Claringbole & Quigley, LLP
2 out of 5
Location 600 E Northland Ave Suite 1, Appleton, WI 54911, USA
Phone (920) 416-6026
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Pedersen Law Office, LLC
5 out of 5
Location 3010 S Appleton Rd, Menasha, WI 54952, USA
Phone (920) 727-0970
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Menn Law Firm, Ltd.: Joe Bielinski
Location 2501 E Enterprise Ave, Appleton, WI 54913, USA
Phone (920) 731-6631
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Chris J. Mares attorney at Hooper Law Office
5 out of 5
Location 2 N Systems Dr, Appleton, WI 54914, USA
Phone (920) 734-7000
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Fox River Law, LLC
4 out of 5
Location 1703 S Oneida St Ste C Suite C, Appleton, WI 54915, USA
Phone (920) 364-0326
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Hartzheim Charles J
Location 800 N Lynndale Dr, Appleton, WI 54914, USA
Phone (920) 739-7366
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Menn Law Firm: Steven Frassetto
1 out of 5
Location 2501 E Enterprise Ave, Appleton, WI 54913, USA
Phone (920) 731-6631
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Fitzgerald Law Firm
3 out of 5
Location 304 N Appleton St, Appleton, WI 54911, USA
Phone (920) 486-1525
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Schubert Law Office LLC
Location 1033 W College Ave, Appleton, WI 54914, USA
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Mac Donald Law Office LLC
5 out of 5
Location 4650 W Spencer St, Appleton, WI 54914, USA
Phone (920) 560-4646
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Tony Welhouse Attorney
4 out of 5
Location 100 W Lawrence St 4th floor, Appleton, WI 54911, USA
Phone (920) 730-0200
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Krause & Krause Attorneys at Law
Location 51 Park Pl, Appleton, WI 54914, USA
Phone (920) 739-5665
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Roy Fine, Atty
5 out of 5
Location 15 Park Pl, Appleton, WI 54914, USA
Phone (920) 882-7630
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Peterson, Berk & Cross, S.C.
5 out of 5
Location 2400 S Kensington Dr Suite 100, Appleton, WI 54915, USA
Phone (920) 507-5884
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Estate Planning Lawyers in Appleton, WI

Where Estate Planners in Appleton, WI Serve

Appleton, WI is a charming city located in the heart of the Fox River Valley. It is home to a plethora of landmarks, including the historic Fox Cities Performing Arts Center, the impressive Hearthstone Historic House Museum, and the stunning Gardens of the Fox Cities. The city's top employers include ThedaCare, Kimberly-Clark, and the School District of Appleton, which provide ample job opportunities for residents. Major highways and streets in the area include Interstate 41, Highway 441, and College Avenue, which are all crucial for commuting and travel. The city is also known for its beautiful neighborhoods, such as the historic Downtown Appleton district, the cozy Northland Avenue area, and the bustling College Avenue corridor. Overall, Appleton, WI is a vibrant and diverse city that offers something for everyone. Its rich history, thriving economy, and beautiful scenery make it a top destination for both visitors and residents alike.

Financial Services Related to Estate Planning in Appleton, WI

Banks and Credit Unions

Residents of Appleton, WI would be helped by a bank in a variety of ways. One of the most common ways is through personal banking services such as checking and savings accounts, loans, and credit cards. Additionally, many banks offer online and mobile banking options that can make managing finances more convenient for busy residents. For example, with Appleton being a college town, many students may benefit from a bank's mobile app, which allows them to easily check their account balances and make payments on the go. A bank can also provide financial education and resources to help residents better understand their finances and make informed decisions about their money. Overall, a bank can be a valuable resource for residents of Appleton, WI looking to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Appleton, WI can benefit from the services of an insurance broker in many ways. One of the most common ways an insurance broker can help is by finding the best insurance policies that fit the unique needs of the residents of Appleton. This is particularly important because Appleton is located in an area that is prone to severe weather conditions such as hailstorms and tornadoes. An insurance broker can help residents of Appleton find policies that provide adequate coverage for damage caused by these types of natural disasters. Additionally, an insurance broker can help residents of Appleton save money on their insurance premiums by comparing policies from different insurance providers and finding the best rates. Overall, an insurance broker can be a valuable resource for residents of Appleton, helping them protect their homes, vehicles, and other assets from unexpected events.

Retirement Planning

Residents of Appleton, WI can greatly benefit from the expertise of a retirement planner. With a population of around 75,000, Appleton is a city that is home to many retirees who are looking to make the most of their golden years. A retirement planner can help these individuals by providing guidance on how to save for retirement, how to manage their finances during retirement, and how to plan for unexpected expenses. Additionally, a retirement planner can help residents of Appleton navigate the unique challenges of living in a city with a high cost of living, such as finding affordable housing and healthcare options. By working with a retirement planner, residents of Appleton can feel confident that they are making the most of their retirement years and enjoying the quality of life they deserve.

Wealth Management

Residents of Appleton, WI can benefit from the expertise of a wealth manager in a variety of ways. One specific example is the assistance in planning for retirement. With a growing population of retirees in the area, a wealth manager can provide guidance on how to maximize retirement savings and create a sustainable income stream. Additionally, with the presence of major employers such as Kimberly-Clark and Thrivent Financial, residents may have unique stock options or retirement plans that require specialized knowledge. A wealth manager can help navigate these complexities and ensure that individuals are making informed decisions about their financial future. Overall, a wealth manager can provide valuable insight and support to help residents of Appleton, WI achieve their financial goals and secure a comfortable retirement.

Financial Advisor

Residents of Appleton, WI can benefit greatly from the guidance of a financial advisor. One of the most common ways an advisor can help is by assisting with retirement planning. With a median age of 35.9, many residents in Appleton are likely thinking about their long-term financial future. A financial advisor can help individuals set realistic retirement goals and create a plan to achieve them. They can also provide advice on investment strategies, such as 401(k) plans or individual retirement accounts (IRAs), to ensure individuals are saving enough for retirement. Additionally, with the local economy heavily influenced by industries such as healthcare and manufacturing, a financial advisor can also provide guidance on how to navigate potential job changes or industry shifts. Overall, a financial advisor can provide valuable insight and support to help residents of Appleton, WI achieve their financial goals and prepare for a secure future.

Mortgage Loan Officer

Residents of Appleton, WI would greatly benefit from the expertise of a mortgage loan officer when it comes to buying or refinancing a home. With a growing population and a strong job market, Appleton is a desirable place to live, but navigating the complex world of mortgage lending can be overwhelming. A mortgage loan officer can guide residents through the process, helping them understand the different types of loans available and finding the best rates and terms to fit their unique financial situation. Additionally, with Appleton's diverse housing market, from historic homes to new developments, a mortgage loan officer can provide valuable insight into the local real estate market and help residents find their dream home.

Tax Services

Residents of Appleton, WI can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to take advantage of the various tax credits and deductions available to them. For example, residents of Appleton who own a home may be eligible for the Wisconsin homestead credit, which can help lower their property tax bill. Additionally, a tax advisor can help navigate the complexities of filing taxes for those who work in multiple states or have income from various sources. With the help of a tax advisor, residents of Appleton can ensure they are maximizing their tax savings and avoiding any potential penalties or audits.

Appleton, WI Financial Resources

Appleton, WI Chamber of Commerce

https://foxcitieschamber.com/

Appleton, WI City Hall

https://www.appleton.org/

Appleton, WI Public Library

http://owlsnet.org/infosoup/dir/apl

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